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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Tranquilli Financial Advisor
6076
Tranquilli Financial Advisor
New Jersey
USD 159 M +USD 10.1 M +7% 7.11% 55.1% 113 8.85% 2
Carson Advisory
6077
Carson Advisory
Georgia
USD 159 M +USD 16.8 M +12% 9.46% 68.6% 184 13.59% 1.9
Mid-American Wealth Advisory Group
6078
Mid-American Wealth Advisory Group
Missouri
USD 159 M +USD 2.67 M +2% 3.99% 14.4% 65 44.62% 1.1
KilterHowling LLC
6079
KilterHowling LLC
Colorado
USD 159 M +USD 12.4 M +8% 5.21% 51.3% 51 7.84% 2.1
Fairbanks Capital Management
6080
Fairbanks Capital Management
California
USD 159 M +USD 6.93 M +5% 4.68% 81.3% 54 5.56% 5.1
Asset Allocation & Management Company
6081
Asset Allocation & Management Company
Illinois
USD 159 M +USD 7.81 M +5% 5.1% 58.5% 49 6.12% 3.2
Lakeside Advisors
6082
Lakeside Advisors
Washington
USD 159 M +USD 5.11 M +3% 5.6% 83.7% 66 6.06% 2.4
Tenret Company
6083
Tenret Company
Florida
USD 159 M +USD 14.6 M +10% 6.02% – 33 3.03% 2.5
EHP Funds Inc
6084
EHP Funds Inc
Canada
USD 159 M -USD 43.4 M -21% 4.39% 173% 111 86.49% 0.5
Criterion Capital Advisors
6085
Criterion Capital Advisors
Tennessee
USD 159 M -USD 1.2 k -0% 6.48% – 348 0% 0.7
CNFG
6086
Creegan & Nassoura Financial Group
New Hampshire
USD 159 M +USD 13.1 M +9% 8.65% 52.6% 80 6.25% 6.5
JCA
6087
Jade Capital Advisors
New Jersey
USD 159 M +USD 17.3 M +12% 5.76% 28.9% 135 60.74% 0.5
Farrow Financial
6088
Farrow Financial
Vermont
USD 159 M +USD 12 M +8% 8.16% – 54 11.11% 0.7
Robocap Asset Management
6089
Robocap Asset Management
United Kingdom
USD 159 M -USD 1.71 M -1% 1.89% 259% 25 4% 1.4
Swisher Financial Concepts
6090
Swisher Financial Concepts
Ohio
USD 159 M +USD 60 M +61% 7.74% – 92 20.65% 0.6
Values Added Financial
6091
Values Added Financial
District of Columbia
USD 159 M +USD 19.9 M +14% 6.14% 65.9% 108 18.52% 0.9
Massachusetts Wealth Management
6092
Massachusetts Wealth Management
Massachusetts
USD 159 M +USD 9.6 M +6% 6.54% 110% 97 13.4% 1.5
Mayfair Advisory Group
6093
Mayfair Advisory Group
Alabama
USD 159 M +USD 10.9 M +7% 6.43% 71.5% 165 20.61% 2.1
FAG
6094
Fortitude Advisory Group
Washington
USD 159 M -USD 8.8 M -5% 5.16% 142% 216 11.11% 2
Bancreek Capital Management
6095
Bancreek Capital Management
California
USD 158 M +USD 30.4 M +24% 11.6% 33.6% 22 18.18% 1.7
Pinnacle Wealth Management Group
6096
Pinnacle Wealth Management Group
Michigan
USD 158 M +USD 10.7 M +7% 6.05% 64.3% 121 15.7% 2
Disciplined Equity Management
6097
Disciplined Equity Management
Florida
USD 158 M +USD 6.65 M +4% 7.61% 72.3% 63 0% 1.8
Pring Turner Capital Group
6098
Pring Turner Capital Group
California
USD 158 M +USD 15.2 M +11% 9.41% 70.8% 72 11.11% 4
Palouse Capital Management
6099
Palouse Capital Management
Washington
USD 158 M +USD 9.35 M +6% 7.95% 67.8% 126 10.32% 2.3
Nipun Capital
6100
Nipun Capital
California
USD 158 M +USD 18.1 M +13% 10.5% 30.2% 8 25% 0.6